Client meetings, client calling and client review; that's all you need to do. Rest all must be delegated.
  • May 26th, 2017
  • 109
Your vision contributes half of your AUM. Think big.
  • September 19th, 2017
  • 109
Add a zero to your vision.
  • August 8th, 2017
  • 108
Clients take time to recognize good advice and service. Don't give up.
  • May 19th, 2017
  • 108
All prospects won't become clients. Move ahead and find another.
  • May 2nd, 2017
  • 108
Think long term about the potential of mutual fund distribution business.
  • July 17th, 2017
  • 108
Receipe to become a top IFA; Two meetings a day.
  • May 24th, 2017
  • 107
Be careful in choosing your mentor. It will make or break your life.
  • June 5th, 2021
  • 24
Your growth will depend on your group of IFAs you interact with. Choose your group wisely.
  • December 6th, 2019
  • 19
SWP can help you garner big AUM.
  • December 11th, 2019
  • 13